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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,051 | $60,349+50.9% | $74,184+22.7% | $62,881+44.8% |
| Participation rate | 78.6% | 72.7%+5.8pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 7.45% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $652 | $1,680-61.2% | $2,370-72.5% | $2,281-71.4% |
| Participant deferral / active EE | $4,803 | $2,856+68.2% | $3,550+35.3% | $3,203+50.0% |
| Admin fee / account holder | $6,857 | $4,261+60.9% | $5,586+22.8% | $4,296+59.6% |